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Retirement plan participants
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Tell us a bit more so we can offer you the best answer.
What type of account ownership change do you need help with?
Loss of a loved one
Help distributing assets after someone has passed away
Help moving money from an IRA after a divorce
Removing account owners
Help moving money out of a joint nonretirement account into separate individual accounts
Adding account owners
Help moving money out of an individual nonretirement account into a joint account
Transfer assets from a minor account
Help moving money out of a UGMA, UTMA, or minor IRA to a new or existing individual account
Gifting fund or securities
Help gifting assets from your account to someone else (including charities)